+408.5%
GE vs VSXY
+37.5%
+370.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.2% | -0.4% |
| 7D | -4.0% | +0.1% | -4.1% | -4.0% |
| 30D | -11.4% | -18.7% | +7.3% | -9.8% |
| 3M | -2.6% | -4.0% | +1.4% | -2.7% |
| 6M | -0.3% | +67.5% | -67.8% | -7.5% |
| YTD | +5.4% | +39.7% | -34.3% | -0.5% |
| 1Y | +15.5% | +180.0% | -164.4% | +0.1% |
| 3Y | +260.8% | +337.3% | -76.5% | +175.5% |
| 5Y | +421.6% | +22.7% | +399.0% | +368.7% |
| All | +408.5% | +37.5% | +370.9% | +344.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VSXY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling